Real agent workflows running today on solar, construction, and field jobs — daily logs, material orders, safety talks, commissioning docs. Each one broken down honestly: what it does, what it costs, and where it breaks.
Browse the use cases Get the weekly workflow Submit your use caseThe newest workflow, fresh off the job — a new one lands here every day.
Every workflow here runs on a real job. Start with the one that eats the most of your week.
It is 8:15 a.m. on a Monday and the owner of a nine-truck plumbing and HVAC shop is staring at four new Google reviews from the weekend on his phone — two five-stars with no text, one four-star that mentions a late arrival, and one two-star...
QualityIt is 9:05 a.m. on a Tuesday and the office manager at a fourteen-truck HVAC and plumbing shop is staring at last week’s call report: hundreds of calls in the system, and coaching notes built from the ten recordings someone had time to hear...
MaterialsIt is 6:40 a.m. and the dispatcher at a twelve-truck HVAC shop is staring at yesterday’s diagnosis on a nineteen-year-old packaged unit: a blower motor, part number written down from the nameplate, and a tech scheduled to roll at seven...
FinanceIt is 8:20 a.m. on the first Monday of the month and the warehouse manager at a ten-truck HVAC shop is staring at a shelf of filters and motors bought for jobs that already closed — while the system says another restock order is ready to send...
HiringIt is 7:05 a.m. at the dispatch board and the service manager is staring at two screens that do not talk to each other: today’s board, already filling, and a spreadsheet showing a second-year apprentice still short on...
SalesIt is 11:20 a.m. on handover day in a mechanical room and the facilities manager is staring at the startup sheet for new rooftop units — warranty dates, filter sizes, and the question his boss will ask...
OfficeIt is 4:15 p.m. on a Friday and the operations manager at a sub-heavy roofing shop is staring at the spreadsheet that runs her whole week — three sold jobs, nine sub crews, and no honest answer to...
EstimatingIt is 6:40 p.m. at a kitchen table and the comfort advisor is staring at a replacement estimate on his tablet — a gross price, while the only number the homeowner actually wants, what she pays...
DispatchIt is 9:12 a.m. on a Monday and the marketing manager at a three-truck HVAC shop is staring at two things at once: a $79 tune-up campaign ready to send to 1,400 past customers, and a dispatch board already...
OfficeIt is 10:18 a.m. and an HVAC tech is standing in a utility closet, phone on speaker, on hold for the third time this week — diagnosis done, part on the truck, and the only thing between him and...
DispatchIt is 6:04 a.m. and the operations manager at a landscaping shop is staring at two screens at once: a radar band turning red over the service area, and a dispatch board holding fourteen...
MaterialsIt is 7:20 a.m. in a commercial service office and the parts coordinator is staring at a half-empty equipment record — a rooftop unit with a model number, no manufacture date, no filter size, and a tech already...
MaintenanceIt is 6:50 a.m. in a light-commercial service office and the dispatcher is staring at a single alarm — not cooling — for a rooftop unit across town, with no readings, no history, and a tech about to...
FinanceIt is 3:40 in a crawlspace doorway and the tech is still in gloves, tools on the drop cloth, staring at a finished job that still needs an invoice typed, sent, and chased...
EstimatingIt is a Tuesday evening in a living room and the comfort advisor is walking the walls with an iPad while the homeowner watches — no tape measure, no graph paper, and a load calculation that has to...
CommunicationIt is the last slow week of September and the office manager at a mid-size HVAC shop is staring at a spreadsheet of maintenance customers due for tune-ups before heating season — and at a dispatch board with...
CommunicationIt is 10 p.m. and a homeowner is kneeling in front of a leaking water heater, towel on the floor, sending a photo of it over WhatsApp to the plumbing shop whose number is still on the side of the unit...
CommunicationIt is 7:42 on a Saturday night and the owner of a two-truck plumbing shop is on a ladder finishing a rough-in when his phone buzzes — a homeowner has just sent a Request a Quote through Yelp, and three other shops are...
QualityIt is the third visit this year to the same rooftop unit, and the service manager is staring at three separate job summaries that each mention the same worn component — noted, quoted once, declined...
SalesIt is 4:50 p.m. in a residential HVAC office and the comfort advisor is staring at a board of open estimates — eleven sent this week, three answered, the rest gone quiet while the phones...
HiringIt is 9:40 in the morning in a busy HVAC shop and the service manager is staring at three applications that landed overnight, a dispatch board already full, and no quiet hour to call any of them back...
EstimatingIt is Friday of week one in the job trailer and the superintendent is staring at the first job-cost export — labor already running hot on one cost code, quantities barely...
Field OpsIt is 6:15 in the O&M office and the lead is staring at a weekend of alarms — inverters offline, strings underperforming, comms drops that fired forty times and cleared — with one real...
MoneyIt is the twenty-fifth, and the pay application is due. On the project manager's screen: this month's application, last month's, the schedule of values, a folder of lien waivers, and a month of daily reports...
EstimatingIt is 4:40 p.m. at the supplement desk and the estimator has two documents open: the carrier's Xactimate scope on the left, her own field scope on the right. The carrier's version is...
SalesThe first sit ended without a close. In the truck, while the quote is being written, an agent scores the kitchen-table conversation against the sales process...
FinanceThe job wrapped three weeks ago. The invoice was never sent. An owner asks the assistant connected to his Jobber account where the board is leaking — and gets the unbilled work back...
DispatchIt's 8 a.m. in a Toronto HVAC and plumbing shop, the phones light up on twelve inbound lines, and the dispatcher has to choose between answering the queue and getting 25 techs...
ReportingIt's 5:40 p.m. in the site trailer and the superintendent is scrolling his camera roll — hundreds of photos from the week — looking for the one trench shot taken before...
QualityIt's late afternoon at the combiner boxes and the tester is staring at a megger display, shielding it from glare, a smudged paper form in his other hand. The next...
MaterialsIt's Tuesday in the site trailer and procurement is asking for a release date. The superintendent opens the submittal log expecting green — and finds the...
Field OpsIt's 6:50 a.m. in the site trailer and the foreman is staring at a clipboard: yesterday's equipment check half-filled in pencil, a safety form photocopied until...
CommunicationIt's 8:40 p.m. and the owner of a three-truck plumbing shop is under a house swapping out a water heater when a homeowner three towns over texts the number off the truck...
ManagementEvery Friday afternoon, the superintendent opens the master schedule, a delivery tracker, an inspection list, and last week's lookahead, then rebuilds...
MaterialsA truck shows up at the laydown yard. The driver wants a signature and a fast turnaround. Someone counts pallets, not boxes, signs the ticket, and the...
SafetyRooftop weather calls get made at 5:40 a.m. in a truck, with a phone in one hand. The superintendent glances at a forecast app, sees nothing alarming,...
Field OpsOn a commercial solar site, the sign-in sheet lives on a clipboard at the gate trailer. Half the crew signs in. The other half arrives while the...
MoneyA superintendent running a solar build three hours from the home office has a crew on the road for weeks. Each person earns per diem. Each person also...
QualityTwo weeks before a final inspection, the open items live in four places. The punch list is in a spreadsheet or project app. Commissioning gaps are in...
SafetyA near miss happens at 9:40 on a rooftop array. A module slips from a rail clip while two installers are carrying it, and it lands on the deck a few...
ReportingLabor overruns rarely show up on the day they happen. They show up when the weekly cost report lands, and by then the hours are paid and the crew has...
QualityCloseout on a commercial solar array or a tenant buildout comes down to the punch list. Every item has an owner and a due date. Every item also needs a...
Field OpsOn a commercial solar job, test gear moves around. The megger goes to the combiner box crew on Monday, the clamp meter rides in someone's truck, and...
CommunicationAt quitting time, the superintendent knows everything. Which rows of modules got landed, which trench failed its compaction check, which delivery...
SafetyThe weekly safety meeting gets built in the truck, ten minutes before the crew gathers. The superintendent grabs a topic from a binder or a generic...
SafetyMost job hazard analyses get written in a hurry. The crew is on site, the truck is unloaded, and someone has to fill out the form before the first task...
ManagementA lapsed card rarely gets noticed on the day it expires. It gets noticed when an inspector, a GC safety rep, or an owner's site orientation asks to see...
QualitySubstantial completion hits, and the owner wants the closeout package. Now someone is digging through email for the inverter O&M manual, calling the...
MaterialsSwitchgear gets ordered in the spring and is needed on site in the fall. In between, nobody looks at it closely. The PO sits in a folder. The vendor...
Field OpsA foreman is standing at the end of a row of racking and needs to know the conduit size for the home run to the combiner. Or the embed depth at a pier....
ManagementA scope change rarely announces itself. The AHJ inspector wants a different conduit routing at the inverter pad. The owner's rep walks the array field...
ManagementA superintendent looks at a three-week lookahead and has to pick one plan. The module delivery slipped two days. The forecast shows rain midweek. One...
SafetyThe JHA gets written at 6:15 in the morning, on the tailgate of a truck, by someone who also has a delivery to chase and a crew waiting. It gets copied...
ManagementWeather, crew, deliveries, and open loops assembled overnight into one page — sorted Must, Should, Could — before the crew mobilizes.
PayrollTimekeeping punches, daily manpower counts, and the crew roster checked against each other before payroll is due — one exception list to fix, a day early.
ReportingPhotos of delivery tickets emailed in, parsed by an agent, and posted as a draft daily log — manpower, materials, and notes ready for review.
MaterialsAn agent checks every line for a valid cost code and quantity before the order reaches purchasing. Bad lines bounce back with the reason.
SafetyPick the topic from today's scope, get a ready-to-send talk with a 30-second script — matched to the hazards the crew is actually facing.
CommunicationForemen call in progress, blockers, and headcounts. The agent transcribes, structures, and files the update where the office can see it.
ManagementOne scan of email, calendar, and messages each morning: who is waiting on you, what is stranded, ranked by what delay costs most.
ReportingCrew counts and installed quantities in, formatted production report out — same template every day, no Sunday-night spreadsheet sessions.
QualityMegger and insulation-resistance results logged as they happen, gaps flagged before closeout — not discovered during it.
CommunicationLive translation earbuds plus an agent that keeps a bilingual glossary of your site's terms, so safety instructions land the first time.
TrainingTimed practice sets in the real exam format, weighted to weak topics, drilled in the gaps of a field schedule — no classroom required.
MoneyAn agent pulls spending by category, flags new and rising subscriptions, and lines up cancellations for your approval. Nothing cancels itself.
Agents